Obermatt

Nippon Express

TYO:9147 · JP3688370000
Air Freight & LogisticsX-Large

360

62
EV / EBIT38
Price / Owner Earnings56
Owner Earnings Yield90
Dividend Yield41
Price/Sales80
EV / Gross Profit50
Price/Book40
Return on Capital4
Cash Return on Capital86
Return on Equity1
EBIT Margin5
Gross Profitability34
Cash Conversion100
Accruals100
Owner Earnings Margin63
Sales growth35
Profit Growth99
Long-Term EPS Growth99
Owner Earnings Growth45
Reinvestment73
Price momentum98
Debt load35
Refinancing86
Debt Payback47
Liquidity8
Analyst ratings55
Opinion Changes50
Price Target Upside7
Market mood32
Value Creation6/20not creating value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Nippon Express doesn't consistently earn more than its cost of capital, so it isn't yet creating shareholder value.

Profile

CountryJapan
IndustryAir Freight & Logistics
SizeX-Large
TypePublic Company
ExchangeTSE
Founded2022
Employees8
ISINJP3688370000
Last UpdateApr 2, 2026
Themes
Marine TransportationPackaging ServicesFreight ServiceElectronicsSalesTransportation

Description

Nippon Express Holdings, Inc. (Nippon Express) is a company operating in the logistics and transportation sector. With a focus on providing integrated logistics services, the company plays a crucial role in the supply chain across various regions and…

Analysis

Middle-of-the-road

Nippon Express Holdings, Inc. is a middle-of-the-road business: neither the economics nor the price stand out from the peer group.

The price is attractive. You pay 8.4× its owner earnings: the cash an owner could take out each year, which is in the historically attractive zone. At today's price, the market is assuming roughly -6% yearly growth; analysts expect 103%. The price, in other words, assumes less than the experts do.

The trajectory is solid and the balance sheet is adequate. The company scores 6/20 on our value-creation score: not creating value. Analyst sentiment is cautious.

What to watch: The financial cushion is thinner than comfortable. Some accounting patterns deserve a closer look. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
69
2023202420252026

All-time high

100

Jan 2023

All-time low

42

Sep 2025

Average rank

67

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
80
97
95
97
Price/Earnings
3
50
78
68
Price/Book
40
80
78
80
Dividend Yield
41
58
78
82
Value (overall)
34
65
94
93

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

Similar Stocks

The companies this stock is ranked against.

Compare Nippon Express with its peers
Abacus Storage King
ASX:ASK
18
CountryAustralia
IndustryReal Estate Management & Development
SizeSmall
Full Stock Analysis →
Seino Holdings
TYO:9076
97
CountryJapan
IndustryTransportation Infrastructure
SizeLarge
Full Stock Analysis →
Nikkon Holdings
TYO:9072
39
CountryJapan
IndustryTransportation Infrastructure
SizeLarge
Full Stock Analysis →
Sankyu
TYO:9065
96
CountryJapan
IndustryAir Freight & Logistics
SizeLarge
Full Stock Analysis →
ZTO Express (Cayman)
HKG:2057
91
CountryHong Kong SAR China
IndustryAir Freight & Logistics
SizeX-Large
Full Stock Analysis →
Virgin Australia
ASX:VGN
73
CountryAustralia
IndustryAirlines
SizeMedium
Full Stock Analysis →

Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →